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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,483 | $91,474-45.9% | $135,982-63.6% | $71,529-30.8% |
| Participation rate | 58.7% | 75.7%-17.0pp | 81.9%-23.2pp | 67.9%-9.2pp |
| Annual return | 14.39% | 29.89%-15.5pp | 68.32%-53.9pp | 28.97%-14.6pp |
| Employer contribution / active EE | $1,910 | $3,705-48.5% | $4,859-60.7% | $2,590-26.3% |
| Participant deferral / active EE | $4,201 | $7,095-40.8% | $7,760-45.9% | $4,291-2.1% |
| Admin fee / account holder | $9,569 | $1,267+655.1% | $10,767-11.1% | $1,588+502.4% |